VP, Assistant Branch Manager - International Branch

Your opportunity

At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. 

Schwab’sInternational Branch Networkprovides wealth management support tocross border(nonU.S.resident) clients, helping them navigate U.S. markets and pursue their financial goals.TheInternational Branch teamsincludesInternational Financial Consultants and Wealth Consultantsto deliver advice, manage relationships, and grow client assets through a collaborative,relationship-based approach.International Branch teams arealsosupported by roles such asFinancial Consultant Partners and Client Relationship Specialists, who collaborate with branch leadership and advisors to help deliver a seamless, high-quality client experience across the practice.

As anAssistant Branch Manager (ABM)within Schwab’sInternational Branch Network,you’llhelp drive branch growth while developing as a leader. Partnering closely with the Branch Manager,you’llexecute a local business planfocused on increasingmarket shareandclient assets, andyou’lllead and coach professionals who support clients in pursuing their financial goals. 

This is adevelopment rolewith a direct path toBranch Managerwithin Investor Services—supporting individuals and families with goals such as retirement and estate planning. Ifyou’reenergized by coaching others, delivering results, and building lasting client relationships, this could be your next step.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

• Orlando: 1958 Summit Park Dr, Orlando FL 32810

• Westlake: 3000 Schwab Way, Westlake, TX  76262

What you have

Required Qualifications

• Bachelor’s degreeor equivalent combination of education and experience

• Active FINRA licenses:Series 7, Series 66 (or 63/65), and Series 9/10 (or24)

• Demonstrated ability tolead, coach, and developa team to achieve performance goals (e.g., coaching, feedback, recognition) 

• Proven skill inbusiness developmentand driving outcomes (pipeline building, client acquisition, deepening relationships, or asset growth) 

• Strong capability tobuild and deepen client relationshipsand partner across teams to deliver results 

• Flexibility torelocateacross the networkwhen a Branch Manager opportunity becomes available 

Preferred Qualifications

• Professional designations such as CFP, CFA, CIMA, AAMS, AWMA, or CWS

• Strong brokerage/industry knowledge and the ability to apply it in coaching and client outcomes 

• Experience strengtheningengagement and retentionthrough performance management and talent development practices
• Proficiency in Spanish is preferred.